"In 2019, the first Schroders Personal Wealth Academy launched, with an intake of twenty dedicated trainee advisers. BTS delivered the regulated exam study support throughout the 18-month programme of study, taking trainee advisers through the CII Diploma in Regulated Financial Planning.
Using a combination of the BTS study materials and timetabled workshops the ATA's achieved fantastic results, with 100% first time pass rates achieved on the R01, R05 and R04 examinations.
The feedback from the trainees has been incredibly positive throughout, with many crediting the support they received from BTS as a significant factor in their R0 exam success. Candidates have commented on how the workshops and individualised support have built not only their knowledge and competence, but also their confidence.
The partnership between SPW and BTS presents an exciting learning experience with the aim to develop professional, well-qualified wealth managers of the future. Trainees have access to top quality BTS study materials including study guide textbooks, the R0 Study Buddy app to practise mock exams, and online resources to consolidate learning from face to face workshops.
I have been impressed in particular with the reaction of our trainees to the BTS study material. The study app and the BTS syllabus books taken together have been declared more effective by trainees familiar with other versions of preparatory materials. I have observed live BTS workshops and found them to be very effective in engaging participants, and the case studies help them to think about potential clients who could benefit from their advice."